ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,270 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,755,833 | +42.2% | 84,125 | +46.5% | 0.18% | +30.2% |
Q2 2023 | $4,048,512 | +17.5% | 57,442 | +6.5% | 0.14% | +1.5% |
Q1 2023 | $3,444,907 | +27.2% | 53,919 | +16.5% | 0.14% | 0.0% |
Q4 2022 | $2,708,423 | -35.3% | 46,298 | -36.0% | 0.14% | -43.4% |
Q3 2022 | $4,186,000 | +5.2% | 72,362 | +9.7% | 0.24% | +6.6% |
Q2 2022 | $3,980,000 | +13.2% | 65,941 | +43.3% | 0.23% | +30.5% |
Q1 2022 | $3,516,000 | -24.6% | 46,032 | -17.4% | 0.17% | -22.0% |
Q4 2021 | $4,666,000 | +63.3% | 55,761 | +44.2% | 0.22% | +40.3% |
Q3 2021 | $2,858,000 | +0.5% | 38,665 | -1.2% | 0.16% | -8.1% |
Q2 2021 | $2,845,000 | -8.6% | 39,116 | -18.2% | 0.17% | -20.3% |
Q1 2021 | $3,112,000 | -38.8% | 47,797 | -40.3% | 0.22% | -42.1% |
Q4 2020 | $5,088,000 | -99.9% | 80,032 | +305.5% | 0.38% | -5.3% |
Q3 2020 | $4,561,000,000 | – | 19,737 | – | 0.40% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |